Financial & Estate Planning

People looking for romance are hoping to be swept off their feet, not caught up in a scam In 2018, the FTC Consumer Sentinel had more than 21,000 reports about romance scams, and people reported losing a total of […]

Five Steps to Avoid Losing Out on College Loans, Grants and Scholarships After Applying for Financial Aid Even in the best of circumstances, applying for college financial aid can be a difficult task. But many students find themselves confronted with an […]

As tax documents fill our mailboxes in the U.S., we explore the individual tax regimes around the world Politicians for centuries have used taxation as a primary incentive to garner greater public influence. But the current surge in populism, […]

State treasuries and other agencies are holding more than $40 billion in unclaimed assets Unclaimed assets, often from accounts that have been inactive for a certain period of time, can include checking and savings, payroll checks, utility deposits and […]

You can tap an HSA to pay the premiums for a long-term-care insurance policy, but the amount you can withdraw tax-free depends on your age For 2019. the amount you can withdraw tax-free from your HSA depends on your age: […]

The boss needs Itunes Gift Cards for customers NOW… If you ever wondered what a spear phishing attack looks like, see the email exchange below Did you know that one of the first things hackers try is to see if […]

A new mail tracking service provided by the U.S Postal Service has a loophole that ID thieves can take advantage of. When you sign up for Informed Delivery, the USPS will e-mail you scanned images of your unopened letters, including […]

Envision yourself in retirement. Are you enjoying the lifestyle you thought you would have? Have you achieved the financial goals you laid out for yourself? If you are unsure how to answer these questions, you are not alone. Retirement planning […]

Not many small businesses do business these days without the services of third-party vendors, some of whom have access to your company’s sensitive information How to protect your business… Control access – Not everybody needs a backstage pass to your […]